Activate State and Country/Territory Picklists in Salesforce
RaiseNow uses ISO 3166-1 alpha-2 codes to pass countries from donation forms to Salesforce. As these required fields are only enabled in Salesforce if the picklists for states and countries are enabled, you have to make sure these are activated as described here:
Note: If you are starting with a new Salesforce organization, we recommend you do this step first because NPC & NPSP may install demo data you need to migrate if you do this later on.
Install the Nonprofit Success Pack (NPC & Npsp)
The RaiseNow Salesforce integration uses a number of objects only available with the Salesforce NPC & NPSP. Thus, visit the AppExchange in Salesforce and install NPC & NPSP.
Once the installation is complete, please go through these steps:
- on the NPC & NPSP health check page, ensure that you have passed all checks
- on the Object Manager, choose the Opportunity object, then the field StageName. Then, ensure the following values for StageName are present and activated
- Closed Won
- Closed Lost
Opportunity StageName Probability and Forecasting
You can specify the probability and forecasting inclusion for each Opportunity stage.
If you choose to use this feature, we suggest to use a reasonable probability for the stage Pledged as this will be assigned to future charges on recurring payments initiated through RaiseNow.
Activate Multiple Currencies
RaiseNow supports multi-currency setups. However, RaiseNow can only pass the currency to Salesforce if the multi-currency feature in Salesforce is enabled. If your Salesforce organization makes use of the advanced multi-currency (AMC) feature, please also enable customizable rollups to ensure that this feature works properly. Note that you may have to disable AMC when updating NPC & NPSP to avoid errors.
You can follow the steps on the Salesforce documentation to setup and activate multiple currencies: Manage Multiple Currencies
Activate Multiple Currencies
In Salesforce go to Setup → Company Information, click edit and activate the checkbox Activate Multiple Currencies
Specify Currencies and Conversion Rates
Once multi currency is enabled, you need to add allowed currencies and conversion rates. Please refer to Enable or Disable Advanced Currency Management of the Salesforce documentation for detailed steps to enable dated exchange rates.
After completion the screen should list all currencies you plan to collect donations in:
Activate Salesforce Duplicate Detection
RaiseNow can utilize the built-in mechanism of Salesforce to detect duplicates upon the creation of new contacts. Make sure you have duplicate rules and corresponding matching rules enabled before using this feature.
Salesforce comes with standard Contact matching rules you can use. The exact matching criteria are documented in Standard Matching Rules. If you use custom matching rule, ensure that you are matching against Contact.Email field (as opposed to Contact.npe01__HomeEmail__c as shipped in the standard NPC & NPSP matching rule).
Configure Donation Opportunity Names
The RaiseNow transaction identifier is used to set the name of the opportunities in Salesforce by default. You can overwrite the name by using the NPC & NPSP settings to create opportunities according to your preferences. Please note, that it will not update opportunity names in retrospect.
Stop automatic payment creation by NPC & NPSP
RaiseNow will create payments in Salesforce automatically. To avoid having multiple payments per opportunity, deactivate the automatic payment creation by adjusting the NPC & NPSP settings.
Activate My Domain feature for you Salesforce instance
We strongly recommend that you activate the My Domain feature before proceeding to connect RaiseNow. This will ensure the integration keeps running smoothly even if Salesforce decides to move your instance to another datacenter. This does happen sometimes.
See this article in the Salesforce documentation on how to do this: My Domain
Activate Marketing User
RaiseNow supports the creation of campaigns in Salesforce. In addition, donations made through RaiseNow can be linked to existing campaigns. Thus, the Marketing User checkbox must be selected on the integration user's profile as described in the Salesforce Knowledge Base.